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  • Chartered Planner adds 3 multi-asset fund of funds

    Leicester-based Chartered Financial Planning firm Boolers has launched three new multi-asset fund of funds to expand its investment offering to clients.

  • Chartered Financial Planner joins Continuum

    Chartered Financial Planner James Herbert has joined Plymouth-based national financial advice firm Continuum as a financial adviser.

  • More than 160 attend PFS Graduation Ceremony

     

    More than 160 Financial Planners and Paraplanners attended the annual Personal Finance Society’s Graduation Ceremony held in London recently.

  • 200 more Chartered Financial Planners

    More than 200 Financial Planners achieved Chartered status last year, taking the total number of Chartered Financial Planners to 8,159.

  • Leon Buckley of Tilney Bestinvest

    Tilney Bestinvest boosts London Financial Planning team

  • Left to right - Greg Robertson, Kate Davenport, Stephen Baxter

    Paraplanner with legal background joins Yorkshire firm

  • Financial Planner James Jones-Tinsley, a Sipps technical specialist for Barnett Waddingham

    Planner's fear over new Sipp rules taking effect this week

  • Lee Hartley, CEO of Fairstone Group

    Chartered Financial Planners secure IHT specialist buyout

  • CISI Q&A session at CISI Financial Planning Conference

    CISI wants 'level playing field' with PFS Chartered designation

  • It took my brother and client - planner's ride inspired by loss

  • Chartered Financial Planner Steve Martin CFPTM Chartered MCSI, owner of Smart Financial, an Accredited Financial Planning firm

    Chartered Financial Planner launches training academy

  • Darren Cooke APFS, Cert PFS (DM), director of Red Circle Financial Planning in Derbyshire

    Planner: Don't let cold call ban fail due to investments

  • Darren Cooke APFS, Cert PFS (DM), director of Red Circle Financial Planning in Derbyshire

    Govt to examine pensions cold call ban after planner campaign

  • Ray Adams launched CashCalc in 2014

    Cashflow modelling expert says cashflow model NOT essential

  • Chartered Financial Planner Darren Cooke launched a petition

    PFS and planner want pension email and text ban

  • Chartered Financial Planner heads to Ascentric from Axa

  • Chartered Financial Planner expands his training academy

  • Chartered planners appoint boss who built two wealth firms

  • Danny Cox, a Chartered Financial Planner at Hargreaves Lansdown,

    Chartered planner: NS&I rate cuts 'devastating for millions'

  • Chartered planner aids rising number of divorced clients

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